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Upturn AI Summary
Invesco MSCI Global Climate 500 ETF(KLMT)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for KLMT
11/06/2026: KLMT (1-star) is currently NOT-A-BUY. Pass it for now.
KLMT is a globally diversified equity ETF that provides exposure to 500 large- and mid-cap companies screened for environmental and climate-transition criteria. By utilizing an optimization process, it prioritizes firms with lower carbon intensity and robust emission-reduction targets, offering a more precise climate-focused strategy than broad market indices. Its key strengths include a highly competitive 0.10% expense ratio, strong institutional backing, and an objective, rules-based approach to ESG. While it benefits from broad market trends, investors should be aware that sector exclusions may lead to performance variations compared to the overall global market. It is best suited for long-term, sustainability-minded investors looking for a cost-effective, core global equity holding.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | Offers exposure to high-growth sectors and companies leading the transition toward a lower-carbon global economy. |
| Momentum investor | Strong fit while signal remains positive | Suited for momentum strategies when ESG-tilted global equities are outperforming broader market indices. |
| Value investor | Mixed fit | ESG screening criteria may exclude certain traditional value sectors, potentially limiting the classic value factor. |
| Dividend/Income investor | Mixed fit | Provides moderate income, but the primary focus is on capital appreciation through climate-resilient growth. |
| Low-risk investor | Weak fit | As a global equity fund, it is subject to standard market volatility and systemic global risks. |
Investor Profile
Ideal Investor Profile
Investors seeking global equity exposure with an integrated climate and sustainability mandate, who prioritize low fees and long-term capital appreciation.
Suitability
Best suited for long-term investors looking to build a climate-conscious core equity position within a diversified portfolio.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | Global equities naturally fluctuate with market sentiment and economic cycles. |
| Market risk | High | The portfolio is fully exposed to global equity market declines and economic downturns. |
| Concentration | Medium | While holding 500 stocks, it excludes entire sectors, which may lead to performance divergence from the broad market. |
| Tracking/expense | Low | Low expense ratio and full-replication strategy minimize the potential for tracking error. |
| Liquidity | Low | Large underlying assets ensure sufficient liquidity for standard trade sizes. |
| Business/sector quality | Medium | ESG and climate criteria may shift the fund's composition away from certain traditional energy-heavy sectors. |
Risk Analysis
Volatility
KLMT exhibits volatility consistent with the broad global equity market, though it may deviate during periods when climate-tilted sectors differ in performance from the broader market.
Market Risk
The fund is fully exposed to systematic equity risks, including economic cycle changes, global interest rate adjustments, and currency fluctuations in international markets.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Global Equities | MSCI ACWI Select 500 Index constituents | 98.7 | The fund provides broad, diversified exposure to global large- and mid-cap stocks selected for their climate-conscious business practices. |
| Cash/collateral | Short-term cash and liquidity instruments | 1.3 | Small cash balance held for daily operational liquidity and rebalancing purposes. |
Analysis of Past Performance
Type ETF | Historic Profit 16.91% | Avg. Invested days 81 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 11/06/2026 |
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